Here's the audience live from the NASDAQ market site in the heart of New York City's Times Square on the night that the S&P Dow and Russell 2000 all closed at records.

This is a very special edition of Fast Money. The studio jam pack with traders. Take a look at that in the NASAC standing room only for a final fast money live event of the year.

We are trading the holidays with fans from across the country and around the world.

Here's what's on tap tonight.

Too big after the bell earnings at the two most critical areas of the market,

AI and the consumer, the latest on Broadcom and Lulu Lemon straight ahead.

Plus Disney's big bet what the entertainment giant hopes to gain from

its Open A ideal and the potential risks and rewards involved. And later, guys heading down

to see the Fast Money faithful and get answers to their questions about everything from pharma

to crypto, nuclear power, and much more. I'm Melissa Lee. So excited you can join us here tonight

for this festive night of Fast Money. As I mentioned, a big show calls for a very big desk. So here tonight, Steve Grasso, Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. As I catch my breath. Happy trading the holidays, everybody. Great night. Great night. Great night. Great sweaters, everybody. Oh, yes. Men, sorry. Ladies look great. I'm sure it's going to be a game.

That'll be on the Twitter without question. Notice I have the zipper. Tim's very

quarter zip. Quarter zip. You know what? You've got some scissors in front of you. I'll customize mine.

But this is always a great event to meet everybody, to meet our fans who interact with us on a daily basis basis on the screen, on the phone, on the iPad. I see them. Talk to them in person. It's fascinating to hear also the areas that these folks are really focusing on. Sometimes they're a step ahead of us, too. So this is an exciting night for us. This is our third one. And I expect this is going to be the best one ever. Yeah, let's kick it off here. We start off at the latest reads in the consumer and the AI trade with Lulu Lemon, Costco, R.H, and Broadcom. All on the move after earnings. We'll dig into Lulu in the retail space in just a moment. But first, to Broadcom, shares are jumping after the chipmaker reported earnings and revenues ahead of Wall Street expectations. Also saying AI chip sales are set to double in the current quarter. The conference call kicked off just moments ago. The stock is higher by a couple percent in the after hour recession. And interestingly, this is the backdrop of Oracle last night and some other data points. Huge high bar for this one, right? Especially in the backdrop, to use your word, of what's going on in the ecosystem,

right? With a lot of these trades in the Mag 7 are down at least 10% from those all-time highs. You know, Broadcom coming in this, up 75%, up 200% from the lows. And you look at a beat in the revenues of 3% and a guide higher for the current quarter, up 3%. And you say to yourself, it's really hard to get behind this thing right now.

Despite, it's a good quarter.

It's good growth.

They're guiding to double current quarter, up 3%. And you say to yourself, it's really hard to get behind this thing right now,

despite it's a good quarter. It's good growth. They're guiding to doubling their, you know, AI semiconductor business there. Software is a big part of it. Seventy-five percent gross margins, you know, really good earnings and sales growth is expected for 2026. So it's hard to kind of shake a stick at it, but by the same token, I'm not sure there's much more for this thing to go hire it right now.

Christina Parsons. sales growth is expected for 2026. So it's hard to kind of shake a stick at it, but by the same token, I'm not sure there's much more for this thing to go hire it right now. Christina Parts-Nevelace has joined us here on set. That's fun. I've seen it. Everybody's here tonight. Yeah, hence the delay. To your point, though, so Q1 Revenue Guide was 19.1 billion, which is almost, what, 700 million higher than what we were anticipating, we being the street. So that is a positive. The other positive was AI revenue

specifically. They guided to 8.2 billion. Why do I bring that number up? Because it seems to be

growing at least by a billion dollars sequentially every single quarter. And Hawk 10, the CEO's pay

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